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Nvidia said earlier this week that sales of H200s to Chinese buyers made up less than 1% of its data-center revenue in fiscal 2Q. Citi estimates that those chips would be valued at no more than $890 million, which is \"too insignificant\" compared to the capex recorded by Alibaba, Tencent and Baidu in 2Q. The Chinese hyperscalers' spending was likely mostly related to domestic GPU procurement as well as global and domestic memory-chip purchases, they say. The bank expects a sequential decline in their 3Q capex despite projecting a significant increase in their total capex budget for the 2026 calendar 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Virtu Financial (VIRT) Fully Priced As Its Onchain Repo Role Draws Fresh Attention?","url":"https://stock-news.laohu8.com/highlight/detail?id=2662055692","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662055692?lang=en_us&edition=fundamental","pubTime":"2026-08-28 11:21","pubTimestamp":1787887273,"startTime":"0","endTime":"0","summary":"Virtu Financial (VIRT) has drawn fresh attention after helping execute the first fully onchain repo transaction using the Canton Network. At the same time, recent valuation metrics have led some research providers to highlight the stock as a stronger value option.\nThe recent onchain repo milestone comes on the back of strong momentum in Virtu Financial's stock, with a 1-day share price return of 1.98%, a 7-day return of 9.56%, and a year to date share price return of 105.64% as the 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The immediate spark was Q2 FY2027 earnings power. Basic earnings per share landed at US$4.30 on revenue of US$11.35b. That combination put fresh weight behind an already compressed trailing P/E of 21.4x versus richer software peers and helped validate the market’s sudden enthusiasm.\nThe real story now moves 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Investors shouldget ready to ride out the volatilitythis fall, Matt Gertken writes.----Wheat Soars to Highest Level in Three Years as Black Sea Crisis DeepensWheat prices hit a three-year high as escalating Russia-Ukraine tensions in the Black Sea strangle exports from one of the globe's most important grain-growing regions.----U.S. Jobless Claims Pull Back AgainThe number of people who filed for unemployment benefits was 203,000 in the week through Aug. 22, 4,000 lower than the upwardly revised 207,000 reported a week 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